SPDR S&P Midcap 400 ETF Trust
MDY- Exchange
- NYSE
- SEC CIK
- 0000936958
No open-market purchases or sales by SPDR S&P Midcap 400 ETF Trust insiders were filed in the last 90 days; 1,542 institutions reported holding it in 13F filings for Q2 2026, worth $17.3B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in SPDR S&P Midcap 400 ETF Trust as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,438
- +95 vs. Q3 2025
- Shares held
- 25.5M
- −74.3K (−0.3%) vs. Q3 2025
- Total value
- $15.3B
- +$363.7M (+2.4%) vs. Q3 2025
- New holders
- 152
- 356 more added
- Sold out
- 57
- 491 more reduced
26 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,542 | $17.3B |
| Q1 2026 | 1,455 | $15.3B |
| Q4 2025 | 1,438 | $15.3B |
| Q3 2025 | 1,369 | $15.0B |
| Q2 2025 | 1,351 | $14.2B |
| Q1 2025 | 1,361 | $13.4B |
| Q4 2024 | 1,409 | $15.1B |
| Q3 2024 | 1,319 | $14.1B |
| Q2 2024 | 1,293 | $13.2B |
| Q1 2024 | 1,297 | $13.9B |
| Q4 2023 | 1,235 | $13.9B |
| Q3 2023 | 1,159 | $12.5B |
| Q2 2023 | 1,155 | $11.9B |
| Q1 2023 | 1,137 | $11.3B |
| Q4 2022 | 1,147 | $11.1B |
| Q3 2022 | 1,052 | $9.54B |
| Q2 2022 | 1,040 | $10.1B |
| Q1 2022 | 1,101 | $12.2B |
| Q4 2021 | 1,127 | $13.7B |
| Q3 2021 | 1,023 | $12.4B |
| Q2 2021 | 1,037 | $12.8B |
| Q1 2021 | 1,026 | $12.3B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding SPDR S&P Midcap 400 ETF Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Burling Wealth Partners, LLC | 1,941 | $1.17M | 0.18% | −3−0.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,935 | $1.17M | 0.03% | −25−1.3% | Reduced |
| Boston Private Wealth LLC | 1,932 | $1.17M | 0.07% | −251−11.5% | Reduced |
| Great Valley Advisor Group, Inc. | 1,930 | $1.16M | 0.02% | −41−2.1% | Reduced |
| Stephens Inc | 1,928 | $1.16M | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,922 | $1.16M | 0.06% | −21−1.1% | Reduced |
| Lyell Wealth Management, LP | 1,913 | $1.15M | 0.08% | −11−0.6% | Reduced |
| Fiera Capital Corp | 1,913 | $1.15M | 0.00% | +85+4.6% | Added |
| First City Capital Management, Inc. | 1,910 | $1.15M | 0.61% | +428+28.9% | Added |
| High Falls Advisors, Inc | 1,902 | $1.15M | 0.23% | −100−5.0% | Reduced |
| Maltin Wealth Management, Inc. | 1,897 | $1.14M | 0.46% | +5+0.3% | Added |
| Trust Co of Vermont | 1,896 | $1.14M | 0.05% | +696+58.0% | Added |
| Founders Financial Securities LLC | 1,887 | $1.14M | 0.07% | −38−2.0% | Reduced |
| Private Wealth Group, LLC | 1,887 | $1.14M | 0.55% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,883 | $1.14M | 0.67% | −32−1.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,879 | $1.13M | 0.02% | −15−0.8% | Reduced |
| Forza Wealth Management, LLC | 1,876 | $1.13M | 0.41% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,870 | $1.13M | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,862 | $1.12M | 0.02% | −687−27.0% | Reduced |
| Long Road Investment Counsel, LLC | 1,850 | $1.12M | 0.42% | +100+5.7% | Added |
| SkyView Investment Advisors, LLC | 1,850 | $1.12M | 0.14% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 1,844 | $1.11M | 0.21% | +631+52.0% | Added |
| Howe & Rusling Inc | 1,840 | $1.11M | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 1,835 | $1.11M | 0.25% | +41+2.3% | Added |
| Rockland Trust Co | 1,831 | $1.10M | 0.04% | +234+14.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 1,828 | $1.10M | 0.24% | −21−1.1% | Reduced |
| BancorpSouth Bank | 1,818 | $1.10M | 0.06% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,805 | $1.09M | 0.36% | −12−0.7% | Reduced |
| White Pine Capital LLC | 1,810 | $1.09M | 0.30% | −121−6.3% | Reduced |
| Horizon Investments, LLC | 1,809 | $1.09M | 0.01% | −81−4.3% | Reduced |
| Acorn Wealth Advisors, LLC | 1,806 | $1.09M | 0.32% | −391−17.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,805 | $1.09M | 0.03% | −188−9.4% | Reduced |
| Manchester Capital Management LLC | 1,799 | $1.09M | 0.15% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,798 | $1.08M | 0.08% | −112−5.9% | Reduced |
| Dynamic Advisor Solutions LLC | 1,793 | $1.08M | 0.03% | −763−29.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,790 | $1.08M | 0.17% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 1,786 | $1.08M | 0.15% | −6−0.3% | Reduced |
| Credit Agricole S A | 1,776 | $1.07M | 0.00% | +51+3.0% | Added |
| Parsons Capital Management Inc | 1,768 | $1.07M | 0.06% | +9+0.5% | Added |
| Foundations Investment Advisors, LLC | 1,765 | $1.06M | 0.01% | +654+58.9% | Added |
| SFM, LLC | 1,765 | $1.06M | 0.62% | −2−0.1% | Reduced |
| Mason Investment Advisory Services, Inc. | 1,758 | $1.06M | 0.05% | −19−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,750 | $1.06M | 0.04% | 00.0% | Unchanged |
| Lynch & Associates | 1,740 | $1.05M | 0.20% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,739 | $1.05M | 0.14% | −69−3.8% | Reduced |
| Moment Partners, LLC | 1,728 | $1.05M | 0.22% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,700 | $1.03M | 0.20% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 1,687 | $1.02M | 0.03% | +1,300+335.9% | Added |
| First Financial Corp | 1,691 | $1.02M | 0.39% | 00.0% | Unchanged |
| Wealth Alliance | 1,685 | $1.02M | 0.10% | +645+62.0% | Added |
| Darrow Company, Inc. | 1,683 | $1.02M | 0.46% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 1,674 | $1.01M | 0.41% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 1,537 | $1.01M | 0.73% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 1,665 | $1.00M | 0.06% | 00.0% | Unchanged |
| Jordan Park Group LLC | 1,664 | $1.00M | 0.06% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,648 | $994.0K | 0.59% | −4−0.2% | Reduced |
| Berger Financial Group, Inc | 1,640 | $989.4K | 0.06% | −60−3.5% | Reduced |
| Aprio Wealth Management, LLC | 1,637 | $987.4K | 0.06% | +924+129.6% | Added |
| QRG Capital Management, Inc. | 1,634 | $985.8K | 0.01% | +614+60.2% | Added |
| Baker Avenue Asset Management, LP | 1,627 | $981.5K | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 1,626 | $981.0K | 0.02% | 00.0% | Unchanged |
| Aegis Wealth Management, Inc. | 1,616 | $975.0K | 0.77% | +1,616 | New |
| Orgel Wealth Management, LLC | 1,614 | $973.7K | 0.02% | −21−1.3% | Reduced |
| Sovereign Financial Group, Inc. | 1,612 | $972.7K | 0.17% | −46−2.8% | Reduced |
| RTD Financial Advisors, Inc. | 1,605 | $968.3K | 0.12% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,600 | $965.2K | 0.18% | −137−7.9% | Reduced |
| Sig Brokerage, LP | 1,600 | $965.2K | 0.32% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 1,599 | $964.4K | 0.54% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,593 | $961.0K | 0.19% | −267−14.4% | Reduced |
| Aptus Capital Advisors, LLC | 1,587 | $957.4K | 0.01% | +255+19.1% | Added |
| Beacon Financial Advisory LLC | 1,586 | $956.8K | 0.22% | −15−0.9% | Reduced |
| M3 Advisory Group, LLC | 1,581 | $953.7K | 0.58% | +41+2.7% | Added |
| Point72 Asset Management, L.P. | 1,580 | $953.2K | 0.00% | +1,580 | New |
| Atomi Financial Group, Inc. | 1,553 | $936.9K | 0.03% | −168−9.8% | Reduced |
| Sachetta, LLC | 1,549 | $934.7K | 0.51% | +2+0.1% | Added |
| Braun Stacey Associates Inc | 1,549 | $934.5K | 0.03% | −68−4.2% | Reduced |
| Moors & Cabot, Inc. | 1,542 | $930.3K | 0.04% | +16+1.0% | Added |
| Garden State Investment Advisory Services LLC | 1,531 | $929.3K | 0.22% | −3,097−66.9% | Reduced |
| Bridgewater Advisors Inc. | 1,435 | $921.9K | 0.06% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,528 | $921.8K | 0.00% | +267+21.2% | Added |
| Greystone Financial Group, LLC | 1,527 | $920.9K | 0.14% | −81−5.0% | Reduced |
| Clarendon Private LLC | 1,522 | $918.4K | 0.78% | +4+0.3% | Added |
| Peterson Wealth Services | 1,515 | $914.1K | 0.23% | +990+188.6% | Added |
| Wood Tarver Financial Group, LLC | 1,516 | $914.0K | 0.26% | −11−0.7% | Reduced |
| Gen-Wealth Partners Inc | 1,513 | $912.8K | 0.29% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,512 | $912.0K | 0.01% | +953+170.5% | Added |
| American Money Management, LLC | 1,510 | $911.0K | 0.14% | −3−0.2% | Reduced |
| Warner Financial, Inc | 1,504 | $907.0K | 0.31% | +1+0.1% | Added |
| Retirement Capital Strategies | 1,502 | $906.1K | 0.34% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 1,502 | $906.1K | 0.39% | +230+18.1% | Added |
| ZRC Wealth Management, LLC | 1,499 | $904.4K | 0.32% | +2+0.1% | Added |
| Prosperity Planning, Inc. | 1,497 | $903.1K | 0.24% | −24−1.6% | Reduced |
| Price T Rowe Associates Inc | 1,494 | $902.0K | 0.00% | +694+86.8% | Added |
| Vista Investment Management | 1,494 | $901.3K | 0.30% | 00.0% | Unchanged |
| General Partner, Inc. | 1,484 | $895.3K | 0.51% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 1,482 | $893.7K | 0.07% | +118+8.7% | Added |
| AE Wealth Management LLC | 1,479 | $892.5K | 0.01% | +20+1.4% | Added |
| Larson Financial Group LLC | 1,471 | $887.6K | 0.03% | +814+123.9% | Added |
| Roberts Glore & Co Inc | 1,471 | $887.4K | 0.24% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,469 | $886.2K | 0.69% | +1,469 | New |